Comfort Systems USA Inc (FIX)vsJacobs Solutions Inc. (J)
FIX
Comfort Systems USA Inc
$1,470.64
+0.62%
INDUSTRIALS · Cap: $51.55B
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 36% more annual revenue ($12.39B vs $9.10B). FIX leads profitability with a 11.2% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.50. FIX earns a higher WallStSmart Score of 72/100 (B).
FIX
Strong Buy72
out of 100
Grade: B
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.2%
Fair Value
$1354.39
Current Price
$1470.64
$116.25 discount
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 49 in profit
Revenue surging 41.7% year-over-year
Earnings expanding 129.5% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 21.1x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : FIX
The strongest argument for FIX centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 41.7% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : J
The strongest argument for J centers on PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : FIX
The primary concerns for FIX are P/E Ratio, Price/Book. A P/E of 50.5x leaves little room for execution misses.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
FIX profiles as a growth stock while J is a value play — different risk/reward profiles.
FIX carries more volatility with a beta of 1.60 — expect wider price swings.
FIX is growing revenue faster at 41.7% — sustainability is the question.
FIX generates stronger free cash flow (402M), providing more financial flexibility.
Bottom Line
FIX scores higher overall (72/100 vs 52/100) and 41.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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